| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 22,275 | 557,000 | 62.87% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12,063 | 302,000 | 34.09% | ||
| 3 | INTELLECTUS PARTNERS, LLC | 1,083 | 27,000 | 3.05% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
